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Portfolio (Quarterly) Guide ↗

BlueSky Wealth Advisors, LLC

· CIK 0001704107
13F Portfolio $863M AUM 111 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 31 Added 49 Reduced 18 Exited
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,038.0 $408K 0.05% NEW $45.11 +17.8%
82 INTC INTEL CORP Technology 2,884.0 $403K 0.05% NEW $139.63 -33.5%
83 CLS CELESTICA INC Technology 1,063.0 $388K 0.04% NEW $364.80 -17.4%
84 VPL VANGUARD INTL EQUITY INDEX F 3,343.0 $387K 0.04% $115.69 -1.7%
85 XLV SELECT SECTOR SPDR TR 2,394.0 $380K 0.04% $158.66 +10.7%
86 TSLA TESLA INC Consumer Cyclical 882.0 $371K 0.04% -157.0 -15.1% $420.61 -16.5%
87 VEU VANGUARD INTL EQUITY INDEX F 4,190.0 $351K 0.04% $83.75 +1.4%
88 AIP ARTERIS INC Technology 6,947.0 $338K 0.04% NEW $48.59 -48.9%
89 QCOM QUALCOMM INC Technology 1,742.0 $322K 0.04% -495.0 -22.1% $184.79 -12.4%
90 SLV ISHARES SILVER TR Financial Services 5,950.0 $318K 0.04% NEW $53.47 +12.2%
91 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,148.0 $312K 0.04% NEW $271.95 -13.7%
92 ADI ANALOG DEVICES INC Technology 750.0 $298K 0.04% $397.17 -6.0%
93 POWL POWELL INDS INC Industrials 1,020.0 $292K 0.03% NEW $286.36 -30.8%
94 WDC WESTERN DIGITAL CORP Technology 449.0 $287K 0.03% NEW $638.72 -27.7%
95 VXUS VANGUARD STAR FDS 3,354.0 $287K 0.03% $85.50 +1.7%
96 TTMI TTM TECHNOLOGIES INC Technology 1,492.0 $279K 0.03% NEW $187.02 -37.8%
97 RSP INVESCO EXCHANGE TRADED FD T 1,300.0 $277K 0.03% $212.77 +4.4%
98 FNB F N B CORP Financial Services 14,071.0 $268K 0.03% $19.08 -2.7%
99 SNPS SYNOPSYS INC Technology 600.0 $268K 0.03% +81.0 +15.6% $446.07 -10.0%
100 LIN LINDE PLC Basic Materials 510.0 $265K 0.03% -219.0 -30.0% $518.94 -7.3%
Page 5 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Communication Services 22.7%
Financial Services 21.7%
Consumer Cyclical 10.4%
Industrials 8.9%
Consumer Defensive 2.3%
Energy 1.5%
Healthcare 1.3%
Utilities 0.7%
Basic Materials 0.4%